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Portfolio (Quarterly) Guide ↗

Steigerwald, Gordon & Koch Inc.

· CIK 0001731876
13F Portfolio $1.0B AUM Filed Oct 23, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 823 New
Page 32 of 42  ·  823 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 RJF Raymond James Financial Inc Financial Services 30.0 $5K NEW $172.60 -11.9%
622 DGS Wisdomtree Emerging Market Small Cap 90.0 $5K NEW $57.36 +11.9%
623 EWJ iShares MSCI Japan Index 63.0 $5K NEW $80.21 +13.9%
624 ED Consolidated Edison Inc Utilities 50.0 $5K NEW $100.52 +6.8%
625 HEIDELBERG METALS AG SPONSORED ADR ISIN US42281P30 111.0 $5K NEW $45.06
626 ACGL Arch Cap Group Ltd New Financial Services 55.0 $5K NEW $90.73 +6.0%
627 ON On Semiconductor Co Technology 100.0 $5K NEW $49.31 +122.3%
628 MGC Vanguard Mega Cap Etf 20.0 $5K NEW $244.10 +12.0%
629 Bnp Paribas Adr 107.0 $5K NEW $45.52
630 Orange SA 297.0 $5K NEW $16.23
631 YOLO AdvisorShares Pure Cannabis ETF 1,364.0 $5K NEW $3.53 -19.0%
632 FXI iShares China Large-Cap ETF 116.0 $5K NEW $41.16 -12.8%
633 AOR iShares Growth Allocation 74.0 $5K NEW $64.05 +7.2%
634 OXY Occidental Pete Corp Energy 100.0 $5K NEW $47.25 +24.5%
635 STZ Constellation Brand Cl A Consumer Defensive 35.0 $5K NEW $134.66 +12.3%
636 BKR Baker Hughes a GE Co Energy 97.0 $5K NEW $48.48 +35.7%
637 TTC The Toro Co Industrials 60.0 $5K NEW $76.20 +17.0%
638 CBT Cabot Corp Basic Materials 60.0 $5K NEW $76.05 +3.0%
639 ERTH Invesco Cleantech ETF 96.0 $5K NEW $47.43 +4.9%
640 WWD Woodward Inc Industrials 18.0 $5K NEW $252.72 +41.0%
Page 32 of 42  ·  823 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.8%
Healthcare 16.6%
Financial Services 14.6%
Industrials 14.0%
Consumer Defensive 7.6%
Communication Services 6.6%
Consumer Cyclical 4.8%
Basic Materials 3.5%
Utilities 2.2%
Energy 2.2%